| 1 | Cascade Financial Partners, LLC | $22.9M | 307,535 | Added |
| 2 | Key Financial Inc | $22.8M | 306,315 | Trimmed |
| 3 | BIP Wealth, LLC | $22.5M | 301,931 | Added |
| 4 | M&T Bank Corp | $9.6M | 129,343 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $9.3M | 124,973 | Trimmed |
| 6 | Avidian Wealth Enterprises, LLC | $8.4M | 112,544 | Added |
| 7 | Powers Advisory Group, LLC | $6.0M | 81,325 | Trimmed |
| 8 | Gladstone Institutional Advisory LLC | $3.2M | 42,664 | Trimmed |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.3M | 31,600 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 29,705 | Added |
| 11 | First Heartland Consultants, Inc. | $2.2M | 28,917 | Trimmed |
| 12 | JFS WEALTH ADVISORS, LLC | $2.0M | 27,160 | Added |
| 13 | Kestra Advisory Services, LLC | $1.2M | 15,519 | Trimmed |
| 14 | Private Advisor Group, LLC | $1.1M | 14,946 | Trimmed |
| 15 | Atria Investments, Inc | $1.0M | 13,937 | Trimmed |
| 16 | Evanson Financial, LLC | $868,527 | 11,679 | New |
| 17 | Institute for Wealth Management, LLC. | $816,502 | 10,980 | Trimmed |
| 18 | Herold Advisors, Inc. | $786,000 | 10,572 | Added |
| 19 | CoreCap Advisors, LLC | $773,018 | 10,395 | Trimmed |
| 20 | Stonebridge Financial Group, LLC | $693,448 | 9,325 | Hold |
| 21 | TopTier Wealth Management, LLC | $574,774 | 7,729 | Added |
| 22 | Meridian Financial Partners LLC | $531,388 | 7,145 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $462,000 | 6,226 | New |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $437,888 | 5,884 | Trimmed |
| 25 | Apella Capital, LLC | $390,133 | 5,249 | Added |